Deals & Quotations
Deals & Quotations with Officaid
From opportunity to contracted revenue, without friction.
Officaid unifies deal management and quotation generation into a single workflow, turning every sales conversation into a traceable, structured revenue process.
Sales teams manage opportunities visually. Quotations are generated directly from deals. Once approved, everything flows seamlessly into invoicing, accounting, and reporting.
No handoffs. No spreadsheets. No lost contexts.
Structured deal management
Track every opportunity with context and control.
Each deal in Officaid includes:
Customer account & contacts
Deal value and currency
Probability weighting
Target close date
Opportunity notes
Assigned sales owner
Linked activities and tasks
Deal records act as a single operational hub — capturing everything sales, finance, and management need to monitor progression.
Activity-based sales execution
Deals only move when action happens.
Activity scheduling ensures momentum:
Calls
Emails
Meetings
Follow-ups
Tasks
Each activity is time-tracked and visible directly within the deal timeline, ensuring no opportunity ever stalls unnoticed.
Integrated quotation creation
No double data entry.
Create quotations directly from deals:
Auto-load client information
Pull items directly from your item catalog
Apply taxes, quantities, and discount rules
Calculate totals automatically
No copying between systems. No pricing mismatches.
Quote templates & branding
Every proposal reflects your brand.
Officaid generates professional PDF quotations with:
Company branding
Client addresses
Itemized service or product details
Government-compliant tax formatting
Bank payment information
All documents are ready for printing, email distribution, or digital signing.
End-to-end quotation lifecycle
Track every step of customer approval.
Each quotation moves through controlled states:
Draft
Pending Approval
Approved
Rejected
Revised
Sent
Signed
This ensures both sales teams and finance know the true status of every proposal — preventing accidental double billing or premature revenue recognition.
Direct email sending
Deliver proposals instantly.
Send quotes directly from Officaid via email with:
Auto-generated PDF attachments
Custom email messages
Activity tracking recorded on the deal timeline
No external document tools required.
Multi-currency support
Sell globally without friction.
Deals and quotations support mixed currencies, while management dashboards consolidate values into base reporting currency for consistent forecasting.
Instant conversion to revenue
When deals are won, revenue flows.
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No credit card required
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14-Day free trial